Sort out the DPA issues before anything else.
Deirdre
-----Original Message-----
From: The UK Records Management mailing list
[mailto:[log in to unmask]]On Behalf Of Elaine Forbes
Sent: 11 August 2006 16:45
To: [log in to unmask]
Subject: Customer Relationship Management Systems and RM
Dear List,
This is not strictly a Records Management question so apologies! However,
I'm sure that many of you have a wider remit than pure RM so I'm hoping
you can share your experiences.
I work in a small organisation (under 30 staff) which has a great deal of
interaction with a relatively small pool of clients. In order to keep
track of all these interactions between different employees and external
organisations it has been suggested that some sort of customer
relationship management system would be useful. Having never previously
been involved in such a project I am interested in getting opinions from
those who have been through this process.
I know that we will have to go through a requirement-gathering process and
assess the actual business need for such a system but I would be
interested in hearing your views so that I can give my board some
background info on the benefits/negative points of CRM systems generally.
If you have experience of this could you possibly tell me (offlist if you
would prefer) about your experiences.
I am particularly interested to know of any conflicts that could arise in
terms of REcords Management from having both a CRM system and an EDRMS. Or
can you highlight any pitfalls in general of undertaking such a project.
Any experiences, advice or general info you can share (even
recommendations or otherwise of systems) would be a great help.
Thanks in advance,
Elaine
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